---
title: "View ERA"
slug: "view-era"
tags: ["Select Action", "Zero Pays", "Locate Claims", "Single Patient", "Check", "EFT", "ERA", "Download ERA", "Send to SFTP", "Edit", "Add Notes", "Search ERA", "View ERA"]
updated: 2026-08-21T18:19:35Z
published: 2026-08-21T18:19:35Z
canonical: "docs.claim.md/view-era"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.claim.md/llms.txt
> Use this file to discover all available pages before exploring further.

# View ERA

This page allows users to view, download, and send Electronic Remittance Advice (ERA). After completing enrollment (see [Provider Enrollment](/v1/docs/add-provider)), payers will begin submitting ERA to Claim.MD once the enrollment is processed. This process typically takes at least a week. It is essential to monitor both the previous EDI system and Claim.MD during the first two weeks to ensure that no ERA transmissions are missed. If ERAs do not appear within a week after enrollment, contact the payer's ERA department for assistance.

[Embedded content made on Kapwing](https://www.kapwing.com/e/65f1e0f1173a4fcdca4ebcd8)

1. In the left-hand navigation menu, click **View ERA**.

![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1678125621858.png)

- The **View ERA** list displays individual ERA files received from the payer. By default, only unviewed ERAs are shown.
- Additional viewing options include *Pending Download, Payments from the Last 30 Days,* and *Monthly Payments*.
- Key details displayed include EFT / Check #, payment amount, provider pay date, and provider NPI. Click the **EFT#** to open a detailed PDF view of the ERA.

### Searching for an ERA

- To find a specific ERA, click the     button and enter the search criteria in the pop-up window.

![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1683222398192.png)

More Information

You can use the asterisk (*) as a wildcard when you don’t know the full payer name. For example, if you’re looking for a payer called “Generic Payer Insurance Company” but you only know part of the name, you could search like this:

**Generic Payer***

This would return results for “Generic Payer Insurance Company,” “Generic Payer Services,” or anything else that starts with “Generic Payer.”

If you don’t know the beginning of the name, you can also use the wildcard at the start or in the middle of a search term. For example:

***Payer Insurance → Finds anything ending with “Payer Insurance.”**

**Generic*Company → Finds anything that has “Generic” followed later by “Company.”**

  

### Downloading an ERA

ERA files can be downloaded in the X12 format and saved locally for later use. These files can then be uploaded into a Practice Management System or another healthcare platform.

1. Select the checkbox next to the ERA you want to download. To select all ERAs, click the checkbox at the top of the list.
2. At the bottom left of the screen, click the Select Action dropdown.
3. Choose **Download Selected 835**.

What to do if you get an error opening the .x12 downloadThe downloaded 835 file will use the **.x12** file extension. If you need to view the contents of the file and receive an error when attempting to open it, rename the file and change the extension from **.x12** to **.txt**. You can then open the file as a text document to view the X12 data.  

![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1680708996923.png)

### Sending ERA to an SFTP Server

ERAs can be sent to an SFTP server configured for communication with Claim.MD. For setup instructions, see [SFTP Setup](/v1/docs/sftp). It is recommended to periodically push these files to the SFTP server for processing.

- At the bottom left of the screen, click the Select Action dropdown.
- Click **Send to SFTP Server**.

### Adding Notes to an ERA

1. Click the **Selected Action** dropdown.
2. Select **Add Notes**.
3. A Notes field will appear. Enter your notes, then click **Save**.  
![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1678125849791.png)
4. The saved notes will display with the date and time of entry, the user who created the note, and the note content.  
![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1678125926779.png)

### Requesting Assistance for an ERA

1. Click the **Selected Action** dropdown next to the ERA record.
2. Select **Get Help** from the dropdown menu.
3. A support ticket form will appear on the right. You can either link the ERA to an existing ticket from the dropdown menu or leave it set to the default **New Issue**. Enter a detailed description of your issue.
4. Click the  button at the bottom of the window.

![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1678130276420.png)

### Missing ERA Tickets

If you are unable to locate an ERA on the View ERA page, do **not** use the “Submit Ticket” option from that page. Instead, follow these steps to properly initiate a support request:

1. Navigate to the **Support Tickets** section from the main menu.
2. Click on the **Missing Remittance (ERA) / ERA Enrollment** category. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1752857927581.png)
3. Select the **Provider** associated with the missing ERA. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1752857958952.png)
4. Choose the **Payer** that the ERA should be received from. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1752857980212.png)
5. Enter the following payment information:
  - **Check Number**
  - **Payment Amount**
  - **Payment Date**
6. Click the **Add Example Check/EFT** button to attach the payment reference.![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1752858034940.png)
7. If needed, enter additional check or EFT information and continue **adding them** by clicking the **Add Example Check/EFT** button after each entry.
8. Once all relevant examples have been added, click the **Continue Ticket** button.
9. On the next screen, enter additional details or context in the **Describe your issue** box.
10. When finished, click the **Submit Support Request** button to send the ticket for processing. ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1752858127628.png)

### Viewing Individual Patient Claim Information on an ERA

This option provides a list of individual patients associated with an ERA, allowing you to find details for a specific patient.

1. Click the **Selected Action** dropdown next to the ERA record.
2. Select **Single Patient** from the dropdown menu.
3. A list of patient claim information will appear, sorted alphabetically by patient name. Click a patient’s name to view details specific to that patient without displaying other patient records from the ERA.  
![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1678130780654.png)

### Viewing Zero Pay Records

This option displays records of patients whose claims resulted in no payment (e.g., denials).

1. Click the **Selected Action** dropdown next to the ERA record.
2. Select Zero Pays from the dropdown menu.
3. A list of zero pay patient records for the selected ERA will be displayed.

![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1683222052114.png)

### Locating Claims Associated with an ERA

There are times when you may need to review a claim associated with an ERA for [correction](/v1/docs/how-to-void-a-professional-claim), [appeal](/v1/docs/how-to-make-an-appeal), or other purposes. Claim.MD provides a straightforward way to access these claims from the **View ERA** page.

To locate claims linked to an ERA:

1. Click the **Selected Action** dropdown next to the ERA record.
2. Select **Locate Claims** from the dropdown menu.
3. A list of patient claim records associated with the selected ERA will be displayed. Click on an individual claim to view its details.

![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1683223391812.png)

### Filtering ERA Activity Status

Users can filter ERAs based on their activity status, such as whether they have been viewed, downloaded, or sent via SFTP.

![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1739560027975.png)

You can filter remittances based on whether they have not been viewed or downloaded by you or not been viewed or downloaded by any user. To do this, use the "**By**" dropdown located at the bottom right of the screen (*see image above*).

> **Note:** When selecting "Pending Download" or "Unviewed" in the dropdown, only ERAs from the past three months will be displayed.
> 
> ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1737135725475.png)
> 
> If you need to access ERAs beyond this range, open the search pop-up box and click "**Search**" without entering specific criteria. This will display all available ERAs.
> 
> ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1736185312945.png)

<title>Guide to Viewing ERA (Electronic Remittance Advice)</title>

## Guide to Viewing ERA (Electronic Remittance Advice)

Use the instructions below to filter ERA based on viewing or download status.

### Understanding Dropdown Options![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1761325335984.png)

- **Me:** Displays ERA that have been manually downloaded by you.
- **Anyone:** Displays ERA that have been manually downloaded by any user within the organization.
- **SFTP/API:** Displays ERA that have been sent via SFTP or API by you.
- **All Users + SFTP/API:** Displays ERA that have been downloaded manually by users or automatically via API or SFTP.

### Viewing ERA Status

**To display ERA that have not been viewed by you:**

1. Select **Un-Viewed** from the top-right dropdown.
2. Select **Me** from the bottom-right dropdown.

**To display ERA that have not been viewed by any user:**

1. Select **Un-Viewed** from the top-right dropdown.
2. Select **All Users** from the bottom-right dropdown.

### Downloading ERA Status

**To view ERA that have not been manually downloaded by you:**

1. Select **Pending Download** from the top-right dropdown.
2. Select **Me** from the bottom-right dropdown.

**To view ERA that have not been manually downloaded by any user:**

1. Select **Pending Download** from the top-right dropdown.
2. Select **All Users** from the bottom-right dropdown.

**To view ERA that have been sent via SFTP/API but not manually downloaded:**

1. Select **Pending Download** from the top-right dropdown.
2. Select **SFTP/API** from the bottom-right dropdown.

**To view ERA that have been downloaded manually or via SFTP/API:**

1. Select **Pending Download** from the top-right dropdown.
2. Select **All Users + SFTP/API** from the bottom-right dropdown.

These filters allow you to efficiently track the status of ERA views and downloads across your organization.

#### Viewing ERA Within Specific Time Frames

- **To view all ERA from the past 7 days:** Select **Past Week Payments** from the top-right dropdown. This will display all ERA from that period, regardless of their viewing or download status.
- **To view all ERA from the past 30 days:** Select **Past 30 Days Payments** from the top-right dropdown. This will display all ERA from that time frame, regardless of their viewing or download status.
- **To view ERA by monthly data (from the past year):** Select **(Month / Year) Payments** (e.g., "February 2023 Payments") from the top-right dropdown. This will display all ERA for that period, regardless of their viewing or download status.

#### Icons and Their Meanings

- **Viewed ERA:** An eye icon next to an ERA indicates that it has been viewed.  
This icon signifies that the ERA has been viewed by **you** or **anyone**, depending on the dropdown selection.  
![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1678126008594.png)
- **Downloaded ERA:** If an ERA is downloaded using the **Download Selected 835** option in the Select Action dropdown, a blue checkmark will appear next to the ERA. If an ERA has been both viewed and downloaded, both an eye icon and a checkmark will be displayed.  
This icon signifies that the ERA has been downloaded by **you** or **anyone**, depending on the dropdown selection.  
![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1678126078740.png)
- **ERA Uploaded via SFTP:** If you need to verify whether an ERA has been uploaded to your system via SFTP, go to the **View ERA** section in your Claim.MD account and look for the SFTP download icon. If you see the ![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1678810068570.png) icon next to the record (shown below), the ERA has already been uploaded to your account.  
![](https://cdn.document360.io/367e6528-88da-4443-9da1-fcdd7e6d4d49/Images/Documentation/image-1678810134819.png)

#### Manual ERA Delivery to SFTP Server

Manual ERA Delivery to SFTP Server

When an ERA is manually assigned to an account, it **does not automatically post to the SFTP server**. This is intentional to prevent the risk of sending duplicate files that may have already been received through other channels. To deliver these ERAs via SFTP, you must use the **"Send to SFTP"** option to manually select and send the appropriate files.

These ERAs are typically older and were likely delivered previously. To resend one through the SFTP server, **locate it using the** [**Search**](/v1/docs/view-era#searching-for-an-era) **feature, select the desired ERA, and then use the “Send to SFTP” action** to complete the delivery.

EFT # stands for Electronic Funds Transfer Number. It is a unique identifier associated with an electronic funds transfer transaction, facilitating the tracking and verification of digital payments between financial institutions.

"Zero pays" in healthcare or insurance terminology refers to situations where an insurance company does not provide any reimbursement for a particular medical service or claim.